Lake Street Advisors Group’s Royal Caribbean RCL Stock Holding History

Lake Street Advisors Group’s Portfolio RCL Stock Details RCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$677K	Sell	2,926 -110	-4%	-$24.4K	0.03%	279
2024 Q3	$540K	Buy	3,036 +116	+4%	+$18.8K	0.02%	318
2024 Q2	$466K	Sell	2,920 -10	-0.3%	-$1.44K	0.02%	337
2024 Q1	$407K	Sell	2,930 -46	-2%	-$5.74K	0.02%	376
2023 Q4	$385K	Buy	+2,976	New	+$303K	0.02%	378
2022 Q4	–	Sell	-10,060	Closed	-$381K	–	359
2022 Q3	$381K	Buy	+10,060	New	+$408K	0.03%	203

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's RCL Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Royal Caribbean (RCL) stake by 3.6% in Q4 2024, selling an estimated $24.4K and leaving 2,926 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #279.

Lake Street Advisors Group first reported a position in RCL in Q3 2022 and has held it in 6 quarters since. 1,039 funds tracked by Wall St. Rank hold RCL as of Q4 2024.

Lake Street Advisors Group held 2,926 shares of Royal Caribbean worth $677K as of Q4 2024.
Lake Street Advisors Group sold 110 Royal Caribbean shares in Q4 2024, an estimated $24.4K.
Royal Caribbean made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #279 holding.
Lake Street Advisors Group first reported a position in Royal Caribbean in Q3 2022 and has held it in 6 quarters since.
1,039 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.